Relationship Manager

2 - 7 years

0 Lacs

Posted:-1 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Develop and manage long-term relationships with clients (individuals or corporate).

  • Understand clients insurance requirements and provide appropriate product solutions (Life, Health, General, or Group Insurance).

  • Achieve monthly and annual sales targets.

  • Generate new business through referrals, networking, cold calling, and other sources.

  • Assist clients in selecting suitable insurance plans based on their financial goals and risk profile.

  • Facilitate smooth policy issuance, documentation, renewals, and claims process.

  • Monitor portfolio performance and ensure customer retention.

  • Organize client meetings, product presentations, and awareness sessions.

  • Maintain regular communication with existing clients for upselling and cross-selling opportunities.

  • Keep up-to-date with insurance product knowledge and market trends.

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